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CIK: 0001848433
Total reported value
$1.2B
$1.2B
39 檔
10.3%
The Q1 2026 SEC filing reveals that Coppell Advisory Solutions LLC held a total portfolio value of $1.2B, covering 39 public equity positions.
In Q1 2026, Coppell Advisory Solutions LLC adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 189 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRNY | Burney US Factor Rotation | ETF-Other | 49.63% | -49.63% | +8.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.08% | -9.08% | -3.89% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.09% | -6.09% | +0.80% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.58% | -5.58% | -40.30% | |
| 5 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 3.03% | -3.03% | -8.64% | |
| 6 | BRES | Burney US Equity Select ETF | ETF-Other | 2.66% | -2.66% | — | |
| 7 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.42% | -2.42% | EXIT | |
| 8 | ADSK | Autodesk Inc | Stock-Tech | 1.94% | -1.94% | EXIT | |
| 9 | RWEM | Rayliant Nxtgn Mlt Em Eq-usd | ETF-Other | 1.90% | -1.90% | -2.72% | |
| 10 | RWLC | Rayln Nxtgn Mu US Eq Etf-usd | ETF-Other | 1.72% | -1.72% | +15.63% | |
| 11 | ALLY | Ally Financial Inc | Stock-Financials | 1.60% | -1.60% | EXIT | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | -1.57% | EXIT | |
| 13 | EFOR | Everforth Inc | Stock-Other | 1.25% | -1.25% | EXIT | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | -1.02% | +5.41% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 0.95% | -0.95% | +10.05% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | -0.94% | EXIT | |
| 17 | G | Genpact Limited | Stock-Tech | 0.93% | -0.89% | -3.58% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 0.89% | -0.83% | — | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.84% | EXIT | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | -0.74% | +10.29% | |
| 21 | ADI | Analog Devices Inc | Stock-Tech | 0.64% | -0.35% | -17.49% | |
| 22 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.48% | -0.37% | +0.64% | |
| 23 | RAYJ | Rayliant Smdam Japan Eqt ETF | ETF-Other | 0.47% | -0.47% | -1.47% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.41% | +7.55% | |
| 25 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.34% | -0.19% | — | |
| 26 | ADMA | Adma Biologics Inc | Stock-Healthcare | 0.32% | -0.26% | +108.07% | |
| 27 | GOLD | Gold.com Inc | Stock-Other | 0.31% | -0.31% | EXIT | |
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 0.29% | -0.20% | +8.39% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.29% | -0.29% | EXIT | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.26% | -0.13% | +6.54% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.21% | -0.16% | +1.26% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.17% | -0.17% | EXIT | |
| 33 | BP | Bp Plc-spons Adr | Stock-Energy | 0.15% | -0.15% | EXIT | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.14% | -0.14% | EXIT | |
| 35 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.14% | -0.09% | — | |
| 36 | APP | Applovin Corp-class A | Stock-Tech | 0.14% | -0.14% | EXIT | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.14% | EXIT | |
| 38 | AXP | American Express Co | Stock-Financials | 0.13% | -0.13% | EXIT | |
| 39 | AAT | American Assets Trust Inc | Stock-Other | 0.13% | -0.12% | -10.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +7.3% | -3.89% | Trim |
| 2 | AMZN | Amazon.com Inc | +4.9% | +0.80% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +3.8% | -40.30% | Trim |
| 4 | AZNN | Astrazeneca Plc-spons Adr | +2.3% | +23.65% | Add |
| 5 | ADSK | Autodesk Inc | +1.5% | -1.26% | Trim |
| 6 | AMGN | Amgen Inc | +0.5% | -62.01% | Trim |
| 7 | ACN | Accenture plc | 0% | -73.68% | Trim |
| 8 | RSMV | Rltive Strngt Mng Vol St ETF | — | EXIT | Sold out |
| 9 | BUFZ | Ft Vest Laddered Moderate Bu | — | EXIT | Sold out |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | — | EXIT | Sold out |
| 11 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | — | EXIT | Sold out |
| 12 | FTSM | First Trust Enh Short Mat Fd | — | EXIT | Sold out |
| 13 | YFYA | Yields For You Income Strate | — | EXIT | Sold out |
| 14 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | — | EXIT | Sold out |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | EXIT | Sold out |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | EXIT | Sold out |
| 18 | KNG | Ft Vest S&p 500 Dvd Arst Trg | — | EXIT | Sold out |
| 19 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 20 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 21 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 22 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | EXIT | Sold out |
| 24 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 25 | FMF | First Trust Managed Futures | — | EXIT | Sold out |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 27 | FTLS | First Trust Long/short Eqty | — | EXIT | Sold out |
| 28 | QQQJ | Invesco Nasdaq Next Gen 100 | — | EXIT | Sold out |
| 29 | METV | Roundhill Ball Metaverse ETF | — | EXIT | Sold out |
| 30 | RDVY | First Trust Rising Dividend | — | EXIT | Sold out |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 32 | FAAR | First Trust Alt Abs Ret ETF | — | EXIT | Sold out |
| 33 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 34 | CBOE | Cboe Global Markets Inc | — | EXIT | Sold out |
| 35 | MCK | Mckesson CORP | — | EXIT | Sold out |
| 36 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | — | EXIT | Sold out |
| 38 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 39 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 40 | TRGP | Targa Resources CORP | — | EXIT | Sold out |
| 41 | FIXD | First Trust Smith Opportunis | — | EXIT | Sold out |
| 42 | LMBS | First Trust Low Duration Opp | — | EXIT | Sold out |
| 43 | BRES | Burney US Equity Select ETF | — | NEW | New buy |
| 44 | WTS | Watts Water Technologies-a | — | EXIT | Sold out |
| 45 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 46 | RDVI | Ft Vest Rising Dividend Achi | — | EXIT | Sold out |
| 47 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 48 | MPWR | Monolithic Power Systems Inc | — | EXIT | Sold out |
| 49 | HELO | Jpmorgan Hedged Equity ETF | — | EXIT | Sold out |
| 50 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Coppell Advisory Solutions LLC reported a total U.S. public equity portfolio value of $1.2B across 39 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRNY, AAPL, AMZN) accounted for 10.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRES
市值: $4.5M
Top Position Liquidated / Trimmed
RSMV
前期市值: $55.5M
During Q1 2026, Coppell Advisory Solutions LLC's top holdings by market value included BRNY (49.6%)、AAPL (9.1%)、AMZN (6.1%). The largest single position, BRNY, represented 49.6% of total portfolio value.
In Q1 2026, Coppell Advisory Solutions LLC made 200 total portfolio adjustments, initiating 4 new buys, adding to 2 positions, trimming 5 holdings, and fully liquidating 189 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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